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What Shay and Hallie are talking about

August 24th - Benefits and Keeping strong on the hunt for a job

August 31st - Up from the bottom - what to do and where to go when you don't know where to turn

Shay and Hallie

Hallie Hawkins, JD  & CCRR® and Shay Prosser, CDFA & CCRR® are Co- Founders and Lead Trainers of Get It Together Workshops.  They are experts in getting people to take control of their legal and financial lives. 

Hallie and Shay are both Certified Credit Report Reviewers and can assist individuals with understanding what their credit report means and assist in analyzing how to increase credit scores.

Hallie and Shay have spoken to various groups including SHRM, WIFS, various Chamber of Commerce groups and private associations.  They bring with them their deep knowledge of the subjects at hand and their knack for making seemingly complex issues simple and understandable.  Their smart and often humorous delivery is filled with stories and experiences.        

 

Expertise

Hallie Hawkins, JD, CCRRHallie Hawkins, JD, CCRR® is a trained lawyer and has practiced in the areas of estate planning, real estate closings and debt consolidation.  She also has had experience in life and health insurance and securities. 

 

 

 

 

 

Shay Prosser CDFA, CCRRShay Prosser, CDFA®, CCRR® is a former financial advisor with experience at two top brokerage houses.  She was also a licensed life, health and long term care insurance agent. 

 

 

 

 

 

 

Hallie and Shay use their broad range of experience to instruct others so that you can become educated and confident in your short-term, mid-term and long-term planning with regard to legal and financial issues.  In order to focus solely on education, neither Hallie nor Shay has a legal or financial practice. 

 

Enthusiasm and Education

On their show, Hallie and Shay address two main themes.  First, each of us has the ability to control our financial and legal destiny if you have the right knowledge.  Second, financial and legal planning issues are intertwined and must be addressed together.   They are both passionate about independent education.  At the core of independent education is that it is completely separate from sale of financial products or legal services.

 

Inspiring you to Get It Together

These two talented hosts give their audiences the tools they need and the motivation to take control of their legal and financial life.  They believe that the greatest barrier to action is fear and that knowledge is the key to conquering fear.  Armed with a great education and a new found confidence in your own abilities, you will leave Hallie and Shay's show ready to take action.  Listen today and Get It Together!

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About our Guests

Jennifer Golynsky SPHR, SSGB

Jennifer Golynsky, SPHR, SSGB (Senior Professional of Human Resources, Six Sigma Green Belt) and a licensed life and health insurance agent, brings over 19 year of experience in both the public and private sector.  She has worked as Benefits & Payroll Manager for companies like LendingTree and Muzak and as Personnel Director for Gaston-Lincoln Mental Health and Davidson County after starting her career in Union County, NC. She has also spent several years as a Human Resource and Employee Benefit consultant. Most recently, Jennifer served as the Director of Human Resource for a start up Software Company in Charlotte.  Since being laid off, Jennifer has returned to consulting and is actively seeking her next full time opportunity.

Jennifer earned both her BA in Public Policy Analysis and her Master of Public Administration degrees from the University of North Carolina at Chapel Hill.  She is active in many local organizations in Charlotte including Charlotte SHRM, Mecklenburg County Special Olympics,  the Federation of Greater Charlotte and is on the Board of Directors for Christine’s Hope, a newly formed non-profit that helps children with Parry Romberg Syndrome.  Christine’s Hope is gearing up for their first Charlotte event, so keep your eyes open in the Charlotte area.

 

 

 

Jack Goldstein, CPA

Davies, Goldstein & Associates, CPA's, PLLC

PO Box 156

Matthews, NC  28106

704-684-0555

866-543-9730(fax)

jack.goldstein@dgacpa.com

 

Karin Lingerfelt 

Karin Lingerfelt is a Certified Professional Coach, earning her certification from The Life Coaching Group, an International Coach Federation-accredited program.  She also holds certifications as a Sales Professional and Event Management Professional.

After a successful career in Sales, Hospitality Management and Entrepreneurship, Karin now coaches other people how to achieve the same success.  With more than 12 years of management and entreprenueurial experience,  Karin’s varied background has provided the perfect foundation for Business Coaching and Personal Development.    

 

Karin has been employed by a diverse range of organizations, including Wachovia Corporation, Sunburst Hospitality and Signature Hospitality Group. In these roles, Karin played a key role in opening two new business-class hotels, hiring, training and managing staff for the start-up operations and daily activities of the hotels.  In addition, she was also accountable for Business and Employee Development, Marketing and Sales.  Karin also started and operated a profitable food manufacturing business which serviced local restaurants, hotels and small stores. 
Karin is passionate about helping businesses grow and become stronger.  Drawing on her experience in the Hospitality Industry, Karin now focuses mainly on Business Coaching, Development and Training. Karin offers a range of programs and services to meet her client’s needs.

Karin is a member of International Coach Federation and serves as the Education Chair for Professional Networking Connections in Charlotte, North Carolina.

To contact Karin, please email karinlingerfelt@gmail.com or 704-644-3773

Robyn Crigger

Robyn Crigger is CEO of Compass Career Management Solutions-OI Partners Inc., an international human resources-consulting firm, who specializes in Business-based Transitions, Talent Development, and related- Human Resources Issues.  Robyn’s background is in Elementary Education from Marshall University and West Virginia University, though she followed her passion for Outplacement and other HR transitional business in 1994.  Robyn and her husband/partner, Bill Crigger, have built their reputation on high integrity, effective and customized services, as well as being quick to respond.  Compass Career Management has worked in 36 states and has developed a team of professionals to service their clients.  Robyn is originally from WV but has lived in Charlotte for almost 25 years.

 

CONTACT INFO:

Robyn Crigger, CEO

Compass Career Management Solutions-OI Partners Inc.

www.compasscareer.com

rcrigger@compasscareer.com

704-849-2500

Melissa Trivette

Melissa Trivette is a Financial Services Representative with Park South Group, a boutique business and individual financial consulting firm.  With over 10 years of experience in the financial services industry, Melissa specializes in retirement plan consulting and design, business and personal financial analysis, business continuation strategies, and needs analysis for life, health, and disability insurance both individually and as employee benefits.  Melissa is the President of the Carolinas Chapter of WIFS (Women in Insurance and Financial Services) and actively encourages women’s involvement in this industry and support of each other.  Melissa views her role as an educator and advocate.  She is passionate about helping women succeed and protect themselves financially and enjoys working with women business owners.  She is a graduate of the University of NC at Charlotte and a member of the National Association of Insurance and Financial Advisors (NAIFA).  She is active in her church and her most recent and cherished accomplishment was becoming a mother this year. 

Contact Melissa mtrivette@parksouthgroup.com

Ellen R. Linares, CLU, CLTC, serves as a financial services professional with HF Financial, a general agency of the Massachusetts Mutual Life Insurance Company.  Ellen’s primary responsibility includes the provision of financial planning services for a broad range of personal and business needs and the recruiting, mentoring, and coaching a team of financial advisors within the agency.  With a background of over 25 years of experience in the banking and financial industry, Ellen has established herself as an esteemed member of the financial services industry on the basis of her strong leadership skills and unsurpassed commitment towards superior client service.  Ellen is committed to increasing women’s involvement in the financial services industry and to mentoring female financial advisors.  Among numerous industry accolades, Ellen’s most noteworthy accomplishment has been the achievement of the National Quality Award from the National Association of Insurance and Financial Advisors for seven years.  In addition to being an active member of NAIFA, Ellen has been and remains actively involved in many aspects of the Charlotte professional and charitable community.  She is active in her church, with NAWBO and Room at the Inn.  She also organized and led a Hinrichs Flanagan Team for last year’s American cancer Society Making Strides Against Breast Cancer Walk.

 

 

Contact Ellen

elinares@finsvcs.com 

704-557-9726

 

Stacey B. Randall, SBR Consulting

 

 

In January 2010 Stacey published a white paper on the impact of the recession on the Millennial Generation.  She is a trainer for UNC-Charlotte’s continuing education division and presents to groups of all sizes across the United States. 

 

As a consultant, Stacey works with companies to assess how well organizations are positioned in the war for talent, with a focus on helping companies understand how to deal with attracting, retaining and rewarding different generations in the workplace.  She brings creative energy and a unique perspective to each company she serves.   Her diverse background and years of research makes her uniquely qualified to help companies uncover areas of differentiation that deliver value to employees -- particularly different generations of workers -- as well as customers.

 

Stacey has been published in national publications including the WorldatWork Journal and Workforce Management magazine (online) as well as local publications.  She is a guest blogger for www.gurconnect.com (Global University Recruiting).  Stacey is a member of the World Future Society, Society for Human Resource Management (SHRM) and American Society for Training & Development (ASTD).  She serves on the Executive Board of the Social Media Charlotte Club, PeerLeaders, Charlotte Cross-Industry Affinity Group and manages a local HR Leadership Group

 

 

Contact informattion

Stacey@SBRConsult.com

www.SBRconsult.com

phone 704-363-7151

 

Casey G. Mauldin - Carolina Premier Bank - May 4th

Client Development Manager

Carolina Premier Bank

Office:  704-752-9292

Direct Dial: 704-697-5076

cmauldin@carolinapremierbank.com

www.carolinapremierbank.com

 

 

Roberta Borsella Farnum - Home Instead Senior Care, April 27th

 

Roberta Farnum is a Certified Senior Advisor and co-owner of Home Instead Senior Care in Mecklenburg County, the first in the area to offer non-medical in-home care for seniors.   The company’s goal is to help seniors remain independent and at home for as long as possible and to provide respite to family caregivers.  Home Instead employs over 200 CAREGivers and has served more than 2,000 seniors.

 

Roberta was instrumental in forming the North Carolina chapter of the National Private Duty Association, guiding best practices in the home care industry.  In addition, the company’s annual Be a Santa to a Senior program has provided over 18,000 gifts to 6,000 isolated or financially challenged seniors. 

 

In 2010 Roberta was named as one of the 50 Most Influential Women by The Mecklenburg Times. Other awards include Woman Business Owner of the Year (2008) and Rising Star Award (2004) by the Charlotte Chapter of the National Association of Women Business Owners. She has also received The Charlotte Business Journal’s top 25 Women in Business award in 2004 and Enterprising Woman magazine’s, Enterprising Women award in 2005.

 

Prior to her work with seniors, Roberta was a management consultant.  She has an MBA from the University of Tennessee.

 

www.homeinsteadcharlotte.com

 

Julie Bee - SyncSmart, April 6th
Julie is a CPA and marketing guru who gets the importance of your bottom line, but also has creative ideas and connections to make it bigger. Julie's background as a CPA, as well as Vice President of several businesses, gives her a unique perspective on what online presence means to your company. It's about market awareness, marketing exposure, and your bottom line.

 

 Ju

 

 

From a young age, Julie has shown her entrepreneurial spirit and love of business. She graduated with a degree in Business Administration with an emphasis on Accounting and a minor in Communication Studies. Julie also has a Masters of Professional Accountancy as well as her CPA license. In short, Julie fell in love with all things business and her educational background gave her the solid foundation to pursue that passion.

As a professional, Julie has worked in many different sectors. She started her career with PriceWaterhouseCoopers as a tax accountant, but quickly decided her true passion was business operations, not taxes. She went on to spend 5 years working with various businesses in the home building, landscaping, and petroleum industries before starting her own business.

 

Marcia L. Jackson - Communication Expert, March 30th 
Marcia is owner and president of Training Resources, a management consulting firm that, for 17 years, enhances the business performance and working relationships of both large and small service organizations.  Her focus is on a business’ greatest asset – people. She is a certified trainer and facilitator with special training in the Five Factor Model of Personality, Accelerated Learning Techniques, and Generational Differences.  Her clients invite her back again and again because she wows them with her energy, excitement, and insights while solving their business problems.

Ms. Jackson has served on the boards of the Charlotte Area Chapter of the American Society for Training and Development (ASTD) for 5 years, the Board of Women Business Owners for 4 years (NAWBO), National Speakers Association/Carolinas for 3 years, and is a founding member and past board member of the Charlotte Organizational Development Network (CODNET). 

 She has a B.A. in Sociology from Miami University in Oxford, Ohio and holds certification in Training & Development form the University of Oklahoma.  Marcia completed the Organizational Development certificate program at the University of North Carolina Charlotte, is qualified to administer the Five Factor Model of Personality, and a certified trainer of interactive instructional design with Bowperson Publishing and Training.  Marcia is a National ASTD Training Certificate Facilitator.  She has also been honored with the NAWBO Team Builder of the Year Award and the National Speakers Association/Carolinas  Member of the Year Award.

Check out her website: www.resources4trainers.com
You may contact her directly at Marcia@MLJackson.com or 704-366-5929


Deanna Valeo, Mortgage Expert - March 16, 2010
Deanna Valeo is one of the top-performing mortgage professionals in the country, with more than a decade of real estate and mortgage experience. She has worked for some of the nation's largest mortgage companies and banks, and has extensive background in a broad range of mortgage products and services. She is highly regarded by Realtors and borrowers alike, and has been awarded President’s Club Status for five consecutive years.

Deanna found her calling in the mortgage business when she relocated to Charlotte, NC in 1996. After her first year as a loan officer, she became the top producer in the Charlotte office of Crown Bank, specializing in A to D credit borrowers. She then transferred to Professional Home Mortgage Lenders (now Home Services), owned by Prudential Carolinas, and built a solid foundation in A Paper and government lending. At PNC Mortgage, later purchased by Washington Mutual, she was consistently the top producer, closing the most units for four consecutive years.

Earlier in her career, Deanna honed her uncommon people skills during nine years in the nursing profession, and later as a counselor and trainer with Jenny Craig Weight Loss. She was promoted to managing the largest Jenny Craig center in Reno, NV, where she increased sales by 25% year over year. Deanna holds a BA from Principia College.


Contact Deanna
cell 704-488-1421
deanna.valeo@valeocroyteam.com
www.valeocroyteam.com

 

Julie Hall, The Estate Lady - February 2, 2010
 Julie Hall is an expert in estate contents.  As owner and operator of The Estate Lady®, LLC, which offers turnkey estate dissolution services, she brings eighteen years of experience to families facing the overwhelming task of dissolving an estate. Her expertise is called upon for advising/consulting, conducting on-site estate sales, appraising personal property, and organizing the removal and disposal of contents in the most appropriate way. 

Julie has successfully assisted thousands of in­dividuals in the daunting and often painful pro­cess of managing their deceased parents’ affairs. In addition to her hands-on experience, she is a speaker to professional organizations and a trainer for those wanting to become estate liquidators.

In addition to her responsibilities as The Estate Lady®, Julie’s passion for helping as many distressed families as possible deal with the challenges of estate dissolution inspired her to take ownership of The American Society of Estate Liquidators (ASEL) in 2007. As director of ASEL, her vision is to dedicate the organization to being an educational, networking, and referral resource to estate liquidator professionals nationwide.

Julie’s book  "THE BOOMER BURDEN: How to Deal With Your Parents' Lifetime Accumulation of Stuff", has hit # 1 on Amazon in multiple categories.   It is currently available on Amazon.com and all major booksellers. With increasing numbers of boomers and older adults, they are all leaving behind a lot more than their children bargained for. THE BOOMER BURDEN will guide loved ones on how to appropriately handle their parent's belongings while keeping one's sanity... that is priceless.

Contact Julie
http://www.theestatelady.com
julie@theestatelady.com

 

Lea Ann Meech and SendOutCards - January 5, 2010
 As an entrepreneur and personal vision expert Lea Ann knows a lot about trying to have a balanced life.  She "wears a few hats" but what she enjoys most is networking and "connecting" other business owners together. From an early age Lea Ann went door-to-door selling bundles of toothpicks and river rocks to all of the neighbors; embarrassing her family, of course. Selling is just what she do best...and she loves it! SendOutCards is a greeting card system which allows you to log into your private account - select a greeting card, type your message and actually send the card to the recipient without leaving your computer. They save you the trip to the store AND the post office. You can create cards in advance - and have their system mail them when you want them mailed up to three years from today.

 

 

 

lie started SyncSmart because she saw a great opportunity to combine her knowledge of business and marketing with Jessica's knowledge of marketing, writing, and online presence management to help businesses make the most of their marketing plans.

 

 

Stacey B. Randall is the founder and chief consultant of SBR Consulting, LLC.  Stacey is an Employee Retention Specialist and brings invaluable expertise that helps clients better understand their employees, customers, communities and other key constituencies.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Contact Shay and Hallie

If you would like to speak with Shay and Hallie about your personal financial life or credit management please contact us at

shay@get-it-together-today.com

hallie@get-it-together-today.com

Shay 704-516-4806

Hallie 980-229-7675

If you are interested in being a featured guest on Get It Together with Shay and Hallie please send your contact information and a brief description of the topics you are able to discuss to Shay and the e-mail address above.

Thank you!

Shay and Hallie